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Cornerstone Planning Group’s Cboe Global Markets CBOE Stock Holding History

Cornerstone Planning Group’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.9K Sell
170
-13
-7% -$3.98K 0.01% 413
2026
Q1 		$62.8K Hold
183
– – 0.01% 346
2025
Q4 		$48.5K Buy
183
+17
+10% +$4.23K 0.01% 357
2025
Q3 		$39.3K Buy
166
+22
+15% +$5.29K 0.01% 396
2025
Q2 		$35.9K Buy
144
+2
+1% +$445 0.01% 294
2025
Q1 		$30K Buy
142
+139
+4,633% +$28.8K 0.01% 323
2024
Q4 		$616 Buy
+3
New +$618 ﹤0.01% 1072
2024
Q2 		– Sell
-3
Closed -$540 – 1275
2024
Q1 		$540 Buy
+3
New +$554 ﹤0.01% 920

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's CBOE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Cboe Global Markets (CBOE) stake by 7.1% in Q2 2026, selling an estimated $3.98K and leaving 170 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #413.

Cornerstone Planning Group first reported a position in CBOE in Q1 2024 and has held it in 8 quarters since. The position peaked at $62.8K in Q1 2026. 522 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Cornerstone Planning Group held 170 shares of Cboe Global Markets worth $47.9K as of Q2 2026.
  • Cornerstone Planning Group sold 13 Cboe Global Markets shares in Q2 2026, an estimated $3.98K.
  • Cboe Global Markets made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #413 holding.
  • Cornerstone Planning Group first reported a position in Cboe Global Markets in Q1 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Cboe Global Markets position peaked at $62.8K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.